Most successful business owners spend their time running their business. Their expertise is not planning for how to get out or for what might happen to the company, their family and all of their employees and customers if something happens to them. That’s our expertise.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.
 


 
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CLU-President

Since the 1970's, Don has worked with family-owned companies to develop exit strategies for the owners, facilitate the...

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Misty Meschter has been professionally affiliated with Pass It On, Inc. since 2012, although her real affiliation dates...

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Office Manager

Sandi has been a member of the Pass It On, Inc. team since 1994 and is in charge of accounting, payroll, and agent...

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Executive Assistant

Vickie has been on staff since August 2004. As the Executive Assistant to Don & Misty, she enjoys greeting our clients...

Sarah is the newest edition to Pass It On, joining in January 2020. She graduated from Gordan College in 2016 with a...